Institutional Ownership First Tr Exchange Traded Fd Ii (FMB)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (FMB). We have compiled data on the 322 institutions that hold shares in the stock, with a total of 32.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,100
shares
|
$54,296
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,029
shares
|
$50,791
0.01% of portfolio
|
Q1 2025
Reduced 30.28%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,016
shares
|
$50,149
0.01% of portfolio
|
Q3 2024
Added 17.87%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
860
shares
|
$42,449
0.02% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
839
shares
|
$41,413
0.0% of portfolio
|
Q4 2024
Reduced 72.76%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
639
shares
|
$31,541
0.01% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
589
shares
|
$29,073
0.0% of portfolio
|
Q4 2024
Added 933.33%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
539
shares
|
$26,605
0.01% of portfolio
|
Q4 2024
Reduced 54.4%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
414
shares
|
$20,435
0.0% of portfolio
|
Q4 2023
Reduced 58.35%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
399
shares
|
$19,694
0.0% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
312
shares
|
$15,400
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
210
shares
|
$10,365
0.0% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
183
shares
|
$9,032
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
180
shares
|
$8,884
0.0% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
108
shares
|
$5,330
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
92
shares
|
$4,541
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
86
shares
|
$4,244
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
80
shares
|
$3,948
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
79
shares
|
$3,899
0.0% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
68
shares
|
$3,356
0.0% of portfolio
|
Q1 2025
Reduced 78.14%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
10
shares
|
$493
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|